CRM Firmao vs Proplanum

Firmao integrated business software includes: CRM, integrated VOIP, task and project management as well as a range of high quality documents including Proposals and Invoices. Firmao provides a comprehensive integrated package of e-services designed to manage small and medium sized businesses. The solution includes Project Management, Personnel & Resource Planning as well as Stock and Asset Management. The CRM module is integrated with e-mail and virtual VOIP systems. This functionality helps to maintain the highest standards of customer management. All e-mail messages (sent or received) are saved against the relevant contact record and every phonecall can be logged and recorded to improve efficiency and accuracy. Firmao also allows you to prepare and send Orders and Quotes, Stock Documents, Invoices and other relevant documentation via a single click. These document templates may also be set and freely modified. Creating certain Documents (e.g. stock documents) can also update related information (e.g. stock levels) in real time. Projects can be planned along with related tasks to maintain accurate control of timescales and budgets. The Asset module allows fast and flexible stocktaking and with the use of printout templates any reports/task lists and barcode stickers can be created. Firmao flexibility is supported by an up-to-date full API which enables an integration with other business systems as required. Data security and confidentiality is guaranteed by a comprehensive permission processing system so that every company employee has access only to the information they require. Every change made by each user in the system is also recorded in the database so that all change history can be reported. Safety of all data is guaranteed as the system runs on top-notch servers based at Amazon datacentres. As Firmao is provided via a SaaS model (Software as a Service) the system is ready to work right after a brief configuration and does not require any expense on hardware or additional software.

Proplanum is an app for shift workers and their managers. Schedule, time tracking, leave requests and team communication in one place — no paper rotas, no calling your manager to ask when you work next. YOUR SCHEDULE, ALWAYS WITH YOU See your shifts for today, this week and the whole month. Check who works alongside you and at which location. Every schedule change reaches you as a notification. TIME TRACKING Start and end your shift from your phone, log a break, check your total hours. The timesheet view shows exactly how much you have worked in the current settlement period. LEAVE AND ABSENCE REQUESTS Request annual leave, care leave or any other absence — pick the type, the dates or hours and the approver. Track the status in your list and get the decision as a notification. AVAILABILITY Tell your manager when you can and cannot work. Whoever builds the schedule sees your input and plans around it. OPEN SHIFTS AND SWAPS Claim an open shift or offer a swap to a colleague. Everything goes through your manager for approval. CHAT AND TASKS Talk to your team without sharing private phone numbers. Receive tasks and mark them as done. WORKS OFFLINE Your schedule and timesheet stay available out of coverage. Anything you record syncs automatically once you are back online. FOR MANAGERS Location Managers and Supervisors see live staffing, review requests and react to gaps in cover from their phone. SIGNING IN Your employer creates your account. After the first sign-in you can enable Face ID or Touch ID. Proplanum requires an active account in an organisation using the Proplanum system.